(AERF) Benefit Claim Form - Perpetual 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1: Member Details. Fill in your title, surname, given names, date of birth, gender, and contact phone number. Ensure your current residential address is accurate.
3. In Section 2: Benefit Options, select your preferred option by ticking the appropriate box. This will guide you on which sections to complete next.
4. Proceed to Section 3: Residency Details. Answer the questions regarding your residency status accurately.
5. Complete Section 4: Conditions of Release by ticking the condition that applies to you.
6. If rolling over funds, fill out Section 5 with details of the new fund including its name and contact information.
7. In Section 6, provide your bank account details or indicate if you prefer a cheque for payment.
8. For partial withdrawals, complete Section 7 with the amount you wish to withdraw and retain in AERF.
9. Ensure all identification requirements in Section 8 are met before submitting your form.
10. Finally, review and sign the declaration in Section 10 before returning the completed form as instructed.

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